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Dollar Tree
DLTR

Overview Fund Activity

654 hedge funds and large institutions have $15.8B invested in Dollar Tree in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 201 increasing their positions, 270 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
-64
Holders Change %
-8.91%
% of All Funds
14.45%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.29%
New
89
Increased
201
Reduced
270
Closed
145
Calls
$174M
Puts
$151M
Net Calls
+$23.1M
Net Calls Change
+$68.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$495M
2
EIP
Epoch Investment Partners
New York
+$136M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$117M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$87.1M
5
Ameriprise
Ameriprise
Minnesota
+$85.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$554M
2
JSP
Jackson Square Partners
California
-$471M
3
FAM
Fred Alger Management
New York
-$152M
4
Macquarie Group
Macquarie Group
Australia
-$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
501
Grace Capital
Massachusetts
$140K – – –
RIM
502
Rampart Investment Management
Connecticut
$138K -$997K -13,616 -88%
PI
503
PEAK6 Investments
Illinois
$133K -$4.38M -59,639 -97%
AAP
504
Arax Advisory Partners
Colorado
$131K -$659 -9 -0.5%
PA
505
Parallel Advisors
California
$129K +$23.3K +317 +22%
BAM
506
Belpointe Asset Management
Nevada
$122K -$4.48K -61 -4%
AAM
507
Advisors Asset Management
Colorado
$122K +$109K +1,487 +850%
VFA
508
Valeo Financial Advisors
Indiana
$118K +$22.3K +285 +23%
QCG
509
Quadrant Capital Group
Ohio
$110K -$99.7K -1,348 -48%
FANJ
510
Financial Architects (New Jersey)
New Jersey
$107K -$71.9K -975 -40%
Rockefeller Capital Management
511
Rockefeller Capital Management
New York
$103K +$4.74K +65 +5%
CFG
512
Citizens Financial Group
Rhode Island
$102K +$9.43K +129 +10%
ED
513
Exane Derivatives
France
$93.5K +$93.2K +1,268 +25,360%
WTC
514
WhitTier Trust Company
Nevada
$88K – – –
AT
515
Arden Trust
Delaware
$88K +$88K +1,197 New
GWM
516
Geneos Wealth Management
Colorado
$87K – – –
Cohen & Steers
517
Cohen & Steers
New York
$85K -$282K -3,826 -77%
CAW
518
Cornerstone Advisors (Washington)
Washington
$84K -$9.74K -132 -10%
BBHC
519
Brown Brothers Harriman & Co
New York
$82K -$9.01K -122 -10%
IAIM
520
International Assets Investment Management
Florida
$79K +$79K +28,687 New
QAM
521
QCI Asset Management
New York
$77K +$77K +1,050 New
S
522
SignatureFD
Georgia
$74K +$20.8K +281 +39%
SI
523
Stephens Inc
Arkansas
$71K +$71K +963 New
WT
524
Washington Trust
Rhode Island
$70K +$70K +956 New
OIA
525
Optimum Investment Advisors
Illinois
$68K +$16.4K +222 +32%
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